Occidental Asset Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Occidental Asset Management’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$731K	Hold	7,302	–	–	0.07%	163
2026 Q1	$732K	Hold	7,302	–	–	0.09%	134
2025 Q4	$730K	Hold	7,302	–	–	0.09%	133
2025 Q3	$732K	Hold	7,302	–	–	0.09%	129
2025 Q2	$731K	Hold	7,302	–	–	0.1%	124
2025 Q1	$732K	Hold	7,302	–	–	0.11%	118
2024 Q4	$730K	Buy	7,302 +2,185	+43%	+$219K	0.11%	120
2024 Q3	$513K	Hold	5,117	–	–	0.08%	144
2024 Q2	$512K	Hold	5,117	–	–	0.09%	135
2024 Q1	$516K	Hold	5,117	–	–	0.1%	131
2023 Q4	$510K	Buy	5,117 +20	+0.4%	+$2K	0.11%	135
2023 Q3	$510K	Sell	5,097 -5,000	-50%	-$499K	0.12%	131
2023 Q2	$1.01M	Buy	+10,097	New	+$1.01M	0.23%	108

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Occidental Asset Management's GBIL Position: Q2 2026 in Review

Occidental Asset Management held its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) position steady in Q2 2026 at 7,302 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #163.

Occidental Asset Management first reported a position in GBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2023. 382 funds tracked by Wall St. Rank hold GBIL as of Q2 2026.

Occidental Asset Management held 7,302 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $731K as of Q2 2026.
Occidental Asset Management left its Goldman Sachs Access Treasury 0-1 Year ETF share count unchanged in Q2 2026.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.07% of Occidental Asset Management's portfolio in Q2 2026, its #163 holding.
Occidental Asset Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q2 2023 and has held it in 13 quarters since.
Occidental Asset Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $1.01M in Q2 2023.
382 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.